BWL
SKY icon

Bogart Wealth LLC’s Champion Homes SKY Stock Holding History

Bogart Wealth LLC’s Portfolio SKY Stock Details SKY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$818 Hold
11
– – ﹤0.01% 1490
2025
Q4 		$930 Hold
11
– – ﹤0.01% 1341
2025
Q3 		$840 Hold
11
– – ﹤0.01% 1317
2025
Q2 		$689 Hold
11
– – ﹤0.01% 1275
2025
Q1 		$1.04K Hold
11
– – ﹤0.01% 1175
2024
Q4 		$969 Hold
11
– – ﹤0.01% 1203
2024
Q3 		$1.04K Hold
11
– – ﹤0.01% 1022
2024
Q2 		$745 Hold
11
– – ﹤0.01% 1025
2024
Q1 		$935 Hold
11
– – ﹤0.01% 973
2023
Q4 		$817 Hold
11
– – ﹤0.01% 974
2023
Q3 		$701 Hold
11
– – ﹤0.01% 984
2023
Q2 		$720 Hold
11
– – ﹤0.01% 966
2023
Q1 		$828 Buy
+11
New +$709 ﹤0.01% 1000

Other funds holding SKY

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MCO
MAK Capital One New York $604M AUM 29.02% 1-Year Est. Return